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Coal-to-gas switching poses threats in the short-term as coal-plant retirements and renewable build-out materialise in the long-term.
A detailed analysis of Signal Peak's Bull Mountain - Powder River Basin coal asset.
A detailed analysis of the Ravensworth North coal mine.
A detailed analysis of the Usibelli Alaska coal mines.
Increased domestic coal prices off the back of falling seaborne prices will lift import demand further
This year could see peak global demand for thermal coal as China’s economy recovers and coal plant retirements are delayed.
A detailed analysis of the Ensham coal mine.
A detailed analysis of the Tahmoor South coal mine.
The North America Coal Markets Weekly report covers coal burn in the US on a regional and plant level. This report estimates the amount of coal bur...
We estimate seaborne imports to increase significantly by 115 Mt, or 55%, in 2023 compared to 2022. It is the key driver behind the QHD price’s fal...
India will drive long-term growth in seaborne coal market. The country’s economic outlook remains buoyant, which will correspondingly drive the inc...
The big question for long-term thermal coal markets is: which is moving at a faster pace, demand-side decarbonization efforts or supply-side? Despi...
In the biggest coal deal since 2011, Glencore is purchasing Teck’s coal business (Elk Valley Resources, or EVR) for US$6.93 billion. Glencore will ...
Within our 2023 Investment Horizon Outlook, we analyse how seaborne metallurgical coal demand will grow in the next ten years, driven primarily by ...
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